Upload Suppliers
Update Mode
It is important to note that there are separate modes held against the Supplier, Site, Bank and Contact records. When uploading each Supplier, Site, Bank or Contact record it is this mode which dictates if a new record is created or the existing record changed.
Multi Organization Responsibility
If your responsibility has access to multiple organizations then the information uploaded can relate to one or all organizations (you have access to) when using the Wizard.
The Wizard provides for two upload options to define the valid operating units. The options provided are:
- Current OU only – This will restrict the upload to the operating unit defined in the ‘About’ form but can be changed by the user.
- All OU’s for Responsibility – This will enable the upload of all Operating Units as defined by the responsibility.
Columns Not Supported By The API
The following columns are not supported by the API and therefore if you require these to be uploaded into Oracle you must set the profile option ‘More4Apps: SW Allow non-API update of Delivery Method’ to ‘Yes’.
- Supplier and Site level - Pay Each Document Alone, Default Payment Method, Delivery Method, Delivery Email, Delivery Fax Supp
- Site Level - Purchasing Site, Pay Site, Primary Pay Site, RFW Site
Upload
To upload into Oracle, undertake the following steps:
1. For a multiple organization responsibility define the valid Operating Units as shown above. For single organization responsibilities this step is not required as either option will return the same result.
2. Select from the ribbon the function that you need the Wizard to perform. The choices are either ‘Validate only’ or ‘Validate and Upload’.
Validate only - This option will perform validation on every populated field. This allows the user to perform validation, but no data is loaded into Oracle E-Business Suite.
In this mode the validation performed is within the Wizard and may not include absolutely all the validation of the Oracle E-Business Suite form. Therefore, additional errors may be returned when the ‘Validate and Upload’ process is run (which performs all of the API validation).
Validate and Upload - This option will perform validation as per the ‘Validate only’ option and if successful will load the records into Oracle E-Business Suite (via the API’s).
3. Select which records will be validated or uploaded into Oracle E-Business Suite. There are two options provided by the Wizard:
Each method performs the same steps within the selection; consequently, they only differ by the scope of the selection. The associated sections will provide more detail.
Note - These instructions do not cover the uploading of Attachments. Refer to our Common User Instructions: Upload Attachments for details on how to upload attachments or refer to section: Attachments